The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast.
On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks.
Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks.
Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Episodes
Mentioned books
52 snips
Mar 29, 2022 • 1h 33min
RWH003: How To Win The Investing Game w/ Joel Greenblatt
Joel Greenblatt, a successful hedge fund manager and author, shares his unconventional wisdom on investing. He explains how bold bets on undervalued stocks can lead to remarkable returns. A major investment failure taught him the unpredictable nature of markets and the importance of resilience. Greenblatt delves into his admiration for Warren Buffett and his own 'magic formula' for selecting quality stocks. He emphasizes the significance of family, partnerships, and his commitment to improving education through his charter school network, Success Academy.
Mar 27, 2022 • 1h 6min
TIP434: The Billionaire's Peak Performance Playbook W/ Louisa Nicola
Louisa Nicola, founder of NeuroAthletics, shares insights on unlocking peak performance for athletes and investors. She discusses the pivotal role of sleep as a foundation for health and decision-making. Learn how routine strengthens brain function and the dual nature of inflammation in performance. Heat and cold treatments are explored for their benefits, alongside effective strategies like breathwork and structured morning rituals. Discover innovative ways to enhance cognitive function and the brain's connection to physical fitness.
9 snips
Mar 25, 2022 • 57min
TIP433: The Art and Science of Investing in Startups w/ Jason Calacanis
Jason Calacanis, a legendary angel investor known for backing companies like Uber and Robinhood, shares his vibrant journey. He discusses the advantages of being an outsider in Silicon Valley and the realities of startup life. Jason highlights key traits of successful founders and the frequent pitfalls leading to startup failures. He also delves into the importance of syndicates in angel investing and explores the common characteristics of billionaires. This insightful conversation is packed with lessons for aspiring entrepreneurs and investors alike.
Mar 23, 2022 • 1h 18min
BTC070: Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould (Bitcoin Podcast)
Join Joe Carlasare, a Bitcoin-focused litigator, Jeff Ross, an insightful macroeconomic analyst, and Jay Gould, a Bitcoin market commentator, as they dive into the evolving role of the dollar amidst rising inflation and geopolitical tensions. They discuss Bitcoin's price dynamics and the implications of potential market sell-offs, emphasizing the need for strategic preparedness. With insights on regulatory landscapes and innovative investment solutions, this discussion sheds light on the future of Bitcoin and the broader financial ecosystem.
Mar 22, 2022 • 48min
Classic 10: Warren Buffett's Book Recommendation - The Outsiders
Discover why CEOs should think like capital allocators for better decision-making. Explore how top capital allocators create stock arbitrage and the intelligent use of debt for growth. Learn why highly profitable companies avoid competing solely on price. Delve into unique leadership styles of unconventional CEOs, showcasing their strategic management tactics and long-term thinking. Uncover key insights on navigating market volatility and fostering shareholder value through strategic investment decisions.
8 snips
Mar 20, 2022 • 1h 5min
TIP432: The Creator Economy, Building a Personal Moat and Mental Health Stack w/ Alex Lieberman
Alex Lieberman, Co-Founder and Executive Chair of Morning Brew, dives into the creator economy's evolution and the crucial shift to a 'personality first' approach in branding. He shares insights on building a personal moat to safeguard success and discusses the unpredictable role of luck in entrepreneurship. Lieberman also opens up about his mental health journey, offering strategies for managing anxiety and the importance of holistic self-care. Listeners will find valuable perspectives on how billionaires tackle mental challenges and the power of community in this new landscape.
Mar 18, 2022 • 1h 2min
TIP431: The Big World of Microcaps w/ Ian Cassel
In this discussion, Ian Cassel, a co-founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, explores the often-misunderstood world of microcap investing. He shares why these stocks are overlooked and reveals that many successful investors started with microcaps. Listeners learn strategies for identifying promising microcaps and the psychology behind stock pricing. Ian discusses the merits and pitfalls of concentrated portfolios, alongside insights on finding companies with exceptional management for sustainable profits.
Mar 16, 2022 • 1h 11min
BTC069: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew
Join Parker Lewis and Jeff Vandrew from Unchained Capital as they dive into the essentials of self-custody and Bitcoin retirement planning. They emphasize the necessity of understanding counterparty risk and the benefits of holding your own keys in today's unpredictable financial landscape. The duo explores innovative strategies for integrating Bitcoin into retirement accounts, discussing compliance challenges and long-term investment mindsets. Their insights reveal how Bitcoin can provide security and autonomy in turbulent times.
13 snips
Mar 15, 2022 • 1h 11min
RWH002: Investing Wisely in an Uncertain World w/ Howard Marks
Howard Marks, a distinguished investor and author, shares his wealth of experience in navigating the unpredictable financial world. He reflects on his early encounters with market bubbles and how they've shaped his investment philosophy. Marks emphasizes the importance of buying undervalued assets and discusses the emotional challenges investors face. He also reveals his changing perspective on Bitcoin and offers a bullish outlook on China. Throughout, he stresses integrity and living on one's own terms as keys to success in both investing and life.
Mar 13, 2022 • 1h 2min
TIP430: From Facebook to Meta and Beyond w/ Bill Nygren
Bill Nygren, a partner and portfolio manager at OakMark, shares his expertise on investing with over $64 billion in assets under management. He provides a detailed update on Meta, discussing its valuation and strategic shifts. Nygren explains OakMark's structured stock selection process and highlights their significant positions, including Alphabet. The conversation also touches on Buffett's investment in Nubank compared to OakMark's stakes in Ally and Fiserv, and they forecast oil market dynamics, showcasing the evolving landscape of long-term value investment.
